Trust & Will Reviews 5,733

As a member of Navy Federal Credit Union, I was referred to Trust & Will. Since my trust was simple I decided to complete it online but because I am very UN techie...I had many questions & made... See more

Easily accomplished. Such a weight lifted knowing our children will not have to go through the process of probate. All vital documents are completed. Such a relief and the price is extremely reasonabl... See more

Great product I used in 2025 to set up a will for my family now that we have two young kids. Really easy to develop and clear how to make it enforceable. When I didn't properly shift from pay mode t... See more

Just a follow up on my first review: I was contacted personally by an associate of Trust & Wills who was extremely helpful and resolved my issue. For this ALONE I would give them 5 stars! The c... See more

No matter how you go about it, making a trust/will whatever is a major pain in the ass. Frustrating, stressful, and time consuming. Ridiculously REDUNDANT amout of legal mumbo jumbo to print out and... See more

I signed up to write my trust and found out I needed more personalized support than Trust & Will offered. They immediately told me this was the case and connected me to an attorney for further informa... See more

Mostly, terrific. Our only issue is that we want pro rata for our contingent beneficiaries and your only option is per stirpes. That does not work for us, So, the T&W attorney we are working with said... See more

Trust & Will made setting up my legal documents fast and easy. My estate is not too complex, requiring intense legal scrutiny at this time. However, there is an option to obtain legal advice/review... See more

Previous inquiries via email after hours were responded to in a timely manner. Did the chat during business hours and was able to get connected quickly to a live rep, Savannah. She was knowledgeable a... See more

We thought the whole experience went very smoothly and that the chat was VERY helpful answering questions we had as we moved through doing our Trust and Will package. It was very professional and we d... See more

Easy to make a will or trust, they walk you through each step. One thing I didn't like was that the attorney services, available via phone, wasn't optional, at least I couldn't find a way to cancel it... See more

I loved Trust & Will, it was easy, affordable, and thorough. Overall an excellent offering. Local attorneys quoted me $4K to produce the same outcome, and I would have had to do all the same leg wo... See more

Very happy that I signed up with Trust & Will. After having gotten numerous quotes from law firms about doing my trust, will, etc I couldn't believe the exhorbitant prices. Thankfully there are opti... See more

The format was easy to follow. All questions were answered in detail. It came beautifully packaged with detailed instructions on how to move forward. If you need witnesses UPS can accommodate and if n... See more

I recently had some problems with my email. Ashley was very helpful in resolving this issue, as it affected my membership. I can't say enough how prompt she was in responding to my email, on a Sunday... See more

T & W is thought provoking as you answer the final questions of your life. Asked some things I hadn't considered. Easy to navigate, to stop and come back to, with instructions on how to finalize you... See more

Much of the forms can be easily filled out by a layperson. However, there are a few spots that are more cryptic and would require more explicit examples. There is no way to verify if the forms are p... See more

Our bank that has our mortgage last year offered a deal of $199.00. So decided to do it for that price but found directions and processing hard and not having a printer we couldn't download and print.... See more

It was a little difficult but the idea that we now have access to a lawyer if we need one during and after creation of the Trust, is a huge relief. Also providing Bundle for Deed Transfers is a hug... See more

It’s unfortunate that there is no way to preview the program before paying. Once you start the process, everything becomes an add in expense. So to get a comprehensive will or trust, you will end up... See more

There was no way to include non-lineal descendants, in other words add in adopted grandchildren. It was difficult to call and speak with someone, chats do not allow for involved questions. A lack of... See more

Very easy to fill in the blank to create a Will/Trust. When visiting a 5/3 bank for a Notary and 2 Witnesses, we discovered that 5/3 did not agree with 3 trustees working together in our Trust. In ord... See more

I invested a couple of hours of time in a lengthy questionnaire. At the end of the process, I received completely blank templated power of attorney forms and could not get a straight answer from suppo... See more

Overall I was satisfied with this program. Initially I was hesitant to use it because it required payment prior to seeing what would be provided. I am only willing to pay for a product once I can see... See more

Im not understanding the trust part and when speaking to the attorney we were given, he was very vague. We realized that by taking the option is more of a extra for them and not taken seriously by him... See more

I started to provide my will information after paying the appropriate fee. I was able to input 6-7 accounts and respective information. Then things took a turn for the worse. The app(workflow) en... See more

Tho ONLY thing I am not happy with is that literally the next week after purchasing my packet, I heard an ad on radio saying that I could have received 20% off my purchase using a promo code that I h... See more

Writing my Will through Trust & Will was such an easy and inexpensive process. I had a few questions during the process, and they were quickly answered in a way that I could understand. I also love... See more

This was truly a blessing for me. Easy to do at my leasure without interruption or distractions. My financial institution provided witnesses and notary without any fee. I am well pleased with y... See more

Very disappointed. Completing these documents may work well for straight forward situations but, it did not work for my situation. When I attempted to make changes to the documents this week, you... See more

We have been putting off making our wills because of the price (we're on Social Security only) and the difficulty, but Trust & Will couldn't have been more affordable and so easy. You're walked thro... See more

It was an easy process. The different steps were good prompts to help me think through and prioritize my wishes. The ability to upload documents related to bank accounts and life insurance was very us... See more

Made doing a Living Trust & Will Simple and Easy! I Highly Recommend Trust & Will. I Requested to have of the Documents Mailed to me for Signatures and Being Notarized. I received them in about 3-4 da... See more

Some pages you sign and have notarized require 2 witnesses. To me witnesses should be optional, that is why a Notary Public is used. I could not find anyone and the notary would not stamp them withou... See more

Was not sure at first. Never spoke to anyone. Just inputted information. Was not sure if documents were created, then was pleasantly surprised to see 4 documents were created and instructions on how t... See more

From the outset, I knew I needed a set of quick, professional documents to replace the rather complicated plan created when I had small children. Trust & Will’s on-boarding was effortless, and enabled... See more

Had to write a new will and Nolo (prior online will co. used) doesn't seem to do that any more, and felt like in comparison Trust & Will was a lot less user friendly. For example, it erroneously state... See more

Excellent way to create a Will for both myself and my husband. Excellent support along the way especially with their agent Ash B. She was wonderful answering all my questions clearly and patiently.... See more

Going in and putting the will together was easy and then making changes before making them final was also easy. Getting set up with a local notary (through trustandwill.com) who came to meet us was al... See more

I was able to do my will, POA, and living will on line with the forms they make available. It was an easy process and the cost is much more reasonable than my previous will done by an attorney. They... See more

Trust and Will was a wonderful and much more affordable solution in meeting our estate making challenge. The process was straight forward and with additional attorney support we felt confident in ou... See more

Everything was simple, straightforward, and affordable! I lost a dear one late last year, and so I was motivated to get all my paperwork in order as a gift to my family. Trust & Will made it super e... See more

The online process was very easy and the AARP recommended process provided all of the details in the software. We had the final papers notarized today and that in person process too, was also arrange... See more

I was thinking of making out a will as I am widowed and concerned about leaving all my property and finances equally to my children. I started looking for an attorney and was not pleased with the answ... See more

Are you aware that our bank, Wells Fargo, will not allow their Notary's to notarize Wills that have the the line of "of a sound and disposing mind" as they are not qualified to make that assumption.... See more

Trust & Will appropriately named & very easy, affordable and without a doubt the absolute best decision I've ever made. I'm now worry free that my wishes will be carried out by my remaining family ins... See more